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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,066 | $85,766-63.8% | $136,298-77.2% | $70,126-55.7% |
| Participation rate | 88.4% | 74.2%+14.2pp | 81.9%+6.5pp | 69.5%+18.8pp |
| Annual return | 12.44% | 31.46%-19.0pp | 5156.27%-5143.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $974 | $2,966-67.2% | $4,696-79.3% | $2,343-58.4% |
| Participant deferral / active EE | $2,451 | $5,051-51.5% | $6,247-60.8% | $3,332-26.4% |
| Admin fee / account holder | $15 | $5,421-99.7% | $9,244-99.8% | $4,645-99.7% |